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Joseph Blane Shea

Horizon Family Wealth, Inc.

Assets Managed
$189.273M
Holdings
88
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
0.79%(2Q avg: 4.36%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Horizon Family Wealth, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Horizon Family Wealth, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 189.273M in assets, with a quarterly growth rate of 0.79% and a 2-quarter average growth rate of 4.36%. The portfolio is managed by Joseph Blane Shea, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BILS
Spdr Bloomberg 3-12 Month T-
Recent Activity
Increased 19.61%
9.17%
$17.355M
174,529 shares@ $99.44 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -1.26%
7.51%
$14.214M
32,542 shares@ $436.79 avg price
GSIE
Goldman Sachs Activebeta Int
Recent Activity
Decreased -6.73%
7.23%
$13.681M
317,208 shares@ $43.14 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Decreased -30.98%
6.17%
$11.665M
93,223 shares@ $125.14 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -0.99%
5.86%
$11.088M
98,028 shares@ $113.11 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 102.05%
4.53%
$8.568M
184,663 shares@ $46.4 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -4.02%
4.36%
$8.234M
28,672 shares@ $287.18 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -3.08%
2.78%
$5.249M
92,773 shares@ $56.58 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 2.81%
2.69%
$5.075M
10,590 shares@ $479.2 avg price
RZG
Invesco S&p Smallcap 600 Pur
Recent Activity
Increased 16.85%
2.56%
$4.832M
84,834 shares@ $56.97 avg price

1-10 of 88